Inspire Advisors’s H&R Block HRB Stock Holding History

Inspire Advisors’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-20,261	Closed	-$714K	–	251
2023 Q1	$714K	Buy	20,261 +7,531	+59%	+$279K	0.16%	59
2022 Q4	$465K	Buy	12,730 +3,518	+38%	+$143K	0.12%	69
2022 Q3	$392K	Buy	9,212 +2,288	+33%	+$96.8K	0.11%	32
2022 Q2	$245K	Buy	+6,924	New	+$214K	0.07%	62
2021 Q1	–	Sell	-5,435	Closed	-$86K	–	367
2020 Q4	$86K	Buy	+5,435	New	+$93.9K	0.03%	148

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Inspire Advisors's HRB Position: Q2 2023 in Review

Inspire Advisors sold out of H&R Block (HRB) in Q2 2023, closing a stake of 20,261 shares — an estimated $714K sold.

Inspire Advisors first reported a position in HRB in Q4 2020 and held it in 5 quarters. The position peaked at $714K in Q1 2023. 395 funds tracked by Wall St. Rank hold HRB as of Q2 2023.

Inspire Advisors reported no remaining H&R Block position as of Q2 2023 after selling out during the quarter.
Inspire Advisors sold 20,261 H&R Block shares in Q2 2023, an estimated $714K.
Inspire Advisors first reported a position in H&R Block in Q4 2020 and held it in 5 quarters.
Inspire Advisors's H&R Block position peaked at $714K in Q1 2023.
395 funds tracked by Wall St. Rank held H&R Block as of Q2 2023.

Based on Inspire Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.